Heritage Global (HGBL) Long-Term Investments (2011 - 2026)

Heritage Global (HGBL) posted Long-Term Investments of $19.4 million for Q1 2026, down 7.68% quarter-over-quarter from $21.1 million in Q4 2025, and down 10.37% year-on-year from $21.7 million in Q1 2025.

Heritage Global (HGBL) Long-Term Investments (2011 - 2026) Analysis & Trends

Heritage Global (HGBL) has reported Long-Term Investments for 15 consecutive years, with $19.4 million the latest figure, recorded in Q1 2026.

  • Long-Term Investments for Q1 2026 came in at $19.4 million, down 10.37% year-over-year; the trailing twelve-month figure through Mar 2026 was $19.4 million (down 10.37% YoY), and the FY2025 annual result was $21.1 million, up 0.8% from the prior year.
  • Long-Term Investments was $19.4 million for Q1 2026 at Heritage Global, down from $21.1 million in the prior quarter.
  • Over five years, Long-Term Investments peaked at $22.4 million in Q2 2024 and troughed at $6.5 million in Q1 2022.
  • Average Long-Term Investments over 5 years is $17.3 million, with a median of $20.3 million recorded in 2024.
  • Year-over-year, Long-Term Investments surged 198.38% in 2022 and slipped 10.37% in 2026.
  • Over 5 years, Long-Term Investments stood at $14.0 million in 2022, then soared by 52.87% to $21.4 million in 2023, then fell by 2.2% to $20.9 million in 2024, then climbed by 0.8% to $21.1 million in 2025, then decreased by 7.68% to $19.4 million in 2026.
  • Per Business Quant data, the three most recent Long-Term Investments figures were $19.4 million in Q1 2026, $21.1 million in Q4 2025, and $21.3 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - -
2 Goldman Sachs 309.79 Bn -627.76 Bn - 25.73 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - -
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 78.39 Mn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn -
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - -
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 296.16 Mn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 100.10 Mn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 192.00 Mn
10 Heritage Global 448,630.02 -11.12 Mn 11.67 Mn 19.44 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 19.44 Mn
Dec 31, 2025 21.06 Mn
Sep 30, 2025 21.33 Mn
Jun 30, 2025 21.28 Mn
Mar 31, 2025 21.69 Mn
Dec 31, 2024 20.89 Mn
Sep 30, 2024 21.45 Mn
Jun 30, 2024 22.38 Mn
Mar 31, 2024 20.27 Mn
Dec 31, 2023 21.36 Mn
Sep 30, 2023 16.13 Mn
Jun 30, 2023 15.78 Mn
Mar 31, 2023 13.33 Mn
Dec 31, 2022 13.97 Mn
Sep 30, 2022 8.50 Mn
Jun 30, 2022 8.24 Mn
Mar 31, 2022 6.54 Mn
Dec 31, 2021 4.68 Mn
Sep 30, 2021 3.33 Mn
Jun 30, 2021 2.89 Mn